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Release Notes for Version 2.0.20.4

Please read the following notes about this Wise Owl release carefully before installing it.

Description

Improvements to Support / Feedback page, filters on finance registers and Running Balance on Trust Bank Rec, additional trust reports.

New Features

  • Improvements and additional fields added to the Support / Feedback / Contact Helpdesk page. 
    • Can paste screenshots directly from Snipping Tool / Printscreen Allows for easier upload of screenshots
    • Can opt-in / opt-out of privacy and remote access. Defaults are controlled via an Firm Appliance Setting. Allows Support to access computers to troubleshoot issues
    • Add Web Address field to capture more details about errors. Allows Support to help quicker
  • Show system update message to particular uses (based on Sees After System Update Notice right). Message should be dismissed by clicking the X; otherwise will remain for up to 7 days. Informs specific users of System Update 
  • Add summary of filters to the bottom of each finance register page (Invoice, Disbursement, Receipt, Recovery and Time Registers) Shows filters at bottom of search to remind user
  • Add a Running Balance on Trust Bank Reconciliation page.

Bugs Fixed

  • Fix Adjustment Notes included on Finance Statement reports.

Other Changes

  • Normal users can no longer create a Trust Reversal before the most current bank rec. Wise Owl Helpdesk may grant access to users after appropriate training and authorisation.
  • Edit Typing Shortcuts list is available under its own Right (Edit Typing Shortcut List) to maintaining typing shortcuts without full access to all lists. Typing Shortcuts now exist on their own page
  • New Receipt page - removed Related Contacts option when searching for Invoices as this scenario is not supported by Reckon Accounts. Allows easier integration between WOL and RAB
  • Re-positioned the Auto Update Rate checkbox on Edit Time Record page.
  • Add a legend / key to explaining the meaning of status tags on the Trust Register.
  • Reports added:
    • Matters to Close report
  • Reports changed:
    • Matter File Cover - add Conflict Check fields.
    • Trust Balance Listing - migrated to stored procedure, add status filter, add contact fields.
    • Matter Archive Report - Add Archive Ref number
    • Trust Statement (TNR)
    • Trust Cash Receipts by Date - migrated to stored procedure, added reversed / reversal status against report transactions.
    • Trust Bank Trasfer layout changed

Manual Changes Required for Installation

  • None.
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